We are live on ! Find out more
MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

28 hedge funds and large institutions have $39.6M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $34.4M → $39.6M (+$5.19M)

4% more funds holding

Funds holding: 2728 (+1)

0.54% more ownership

Funds ownership: 6.53%7.07% (+0.54%)

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.91M +$299K +17,806 +4%
BTS
2
BB&T Securities
Virginia
$7.3M +$5.03K +300 +0.7%
Bank of America
3
Bank of America
North Carolina
$4.81M +$413K +24,616 +10%
Wells Fargo
4
Wells Fargo
California
$2.57M +$1.94M +115,695 +321%
AAM
5
Advisors Asset Management
Colorado
$2.52M -$164K -9,766 -6%
RJA
6
Raymond James & Associates
Florida
$2.37M +$328K +19,560 +16%
GC
7
Guggenheim Capital
Illinois
$2.14M +$551K +32,836 +35%
AI
8
ArchPoint Investors
Florida
$2.05M
FIMG
9
Financial & Investment Management Group
Michigan
$1.68M -$16.8K -1,000 -1%
CA
10
Cetera Advisors
Colorado
$1.29M
U
11
UBS
Switzerland
$1.11M +$478K +28,515 +78%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$970K +$38.7K +2,306 +4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$718K +$710K +42,301 New
First Trust Advisors
14
First Trust Advisors
Illinois
$542K +$31.5K +1,877 +6%
LPL Financial
15
LPL Financial
California
$403K -$69.9K -4,168 -15%
AW
16
ACG Wealth
Georgia
$311K +$1.21K +72 +0.4%
VanEck Associates
17
VanEck Associates
New York
$278K -$18.2K -1,085 -6%
RBC
18
Ronald Blue & Co
Georgia
$187K +$185K +11,000 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$149K -$5.03K -300 -3%
Citigroup
20
Citigroup
New York
$85K +$21.1K +1,257 +34%
Barclays
21
Barclays
United Kingdom
$59K +$61.7K +3,681 New
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$42K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$34K
TCM
24
Tradewinds Capital Management
Washington
$29K
MWP
25
MYCIO Wealth Partners
Pennsylvania
$24K